Retirement plans are complex. Fiduciary responsibilities are daunting. Participant needs are critical. It takes a team of specialists to solve for those complexities, meet those responsibilities, and satisfy – if not exceed – those needs.

QPA Operations and Administration Team

Scott Colangelo

QPA FOUNDER, CHAIRMAN

Photo of Matthew Eickman, National Retirement Practice Leader for Qualified Plan Advisors,

Matthew Eickman, J.D., AIF®

NATIONAL RETIREMENT PRACTICE LEADER

Photo of Heather Povlick, Director of Retirement Plan Experience at Qualified Plan Advisors

Heather Povlick, CRPS®, AIF®

Director of Retirement Plan Experience

erin-fager-headshot

Erin Fager

RETIREMENT PLAN COMMUNICATIONS DEVELOPER

Kevin Toledano

DIRECTOR OF MANAGED ACCOUNT SERVICES

Photo of Marc Waite, Retirement Plan Associate with Qualified Plan Advisors

Marc Waite

RETIREMENT PLAN ASSOCIATE

ERISA Attorney Team

Photo of Scott Liggett, DIRECTOR OF ERISA OVERSIGHT for Qualified Plan Advisors

Scott Liggett, J.D., AIF®

DIRECTOR OF ERISA OVERSIGHT

Photo of Chuck Smith, Nebraska Retirement Practice Leader at Qualified Plan Advisors

Charles Smith, J.D.

NEBRASKA RETIREMENT PRACTICE LEADER

Michael Smoots, J.D.

ERISA COUNSEL

Advisors

Use the filters below to find the Advisor that fits your needs.

Results (98)

Tim Accurso, AIF®

Retirement Plan Advisor

Teddy Awuah

Retirement Plan Consultant

Rich Barkley

Retirement Plan Advisor

Stephen Barns, AWMA, AIF®

Retirement Plan Advisor

Judd Beeskau, CFP®, AIF®

Financial Planner / Retirement Plan Advisor

Bruce Beyer

Retirement Plan Advisor

Matthew Brown

Certified Financial Planner™

Marshall Burke, QKA

Consultant

Brian Burwell, AIF®

Retirement Plan Advisor

Christian Chalabi

Retirement Plan Advisor

Sean Clancy, CPWA®, AIF®

Managing Director, Denver Market / Retirement Plan Advisor

Tricia Cooper

Director of Human Resources

Jonnathan Davis, AIF®

Managing Partner, Little Rock

Michael Del Re III, ChFC®, REBC®, AIF®

Northeast Managing Partner

Brian Dillbeck

Chief Financial Officer

Jeff Dorfman, CFP®, ChFC®, AIF®

Managing Director

Rich Eagar, AIF®, CRPS®

Vice President, Retirement Practice

Matthew Eickman, J.D., AIF®

National Retirement Practice Leader

Erin Fager

Retirement Plan Communications Developer

Bentley Ford, AIF®

Managing Director, Dallas Market / Retirement Plan Advisor

Jason Gerber, CFP®, M.S., AIF®

Managing Partner, Little Rock

Alec Giesting, CFP®

Retirement Plan Advisor

Ricky Gleason

Retirement Plan Advisor

Heath Hagan

Retirement Plan Advisor

Merlin Hagan, CFP®, AIF®

Financial Planner

Sarah Harris, AIF®

Retirement Plan Advisor

Joe Harrish

Retirement Plan Advisor

Darin Henderson, AIF®

Retirement Plan Advisor

Joe Hildebrand, AIF®

Executive Director

Jim Hirst

Managing Director

Mark Hogan

Retirement Plan Advisor

Brad Holdhusen, AAMS®, AIF®

Retirement Plan Advisor

Emily Hopkins

Retirement Consultant

Kartik Jambulapati

Consultant

Keller Johnson

Managing Director, Kansas City Market

Amy Johnston, CRC®️, AIF®

Retirement Plan Consultant

Lisa D. Jones, AIF®, CRPS®

Managing Director, Springfield Market / Retirement Plan Advisor

Mark Kipp

Retirement Plan Advisor

Taylor Knopf, AIF®

Retirement Plan Advisor

Kris Koenig

Retirement Plan Advisor

Aaron Kolich, MBA

Financial Advisor

Eric Krause, CFA®

Managing Director, Portfolio Manager

Jeff Lahr, AIF®

Retirement Plan Advisor

Rich Laing

Retirement Plan Advisor

Brandon T. Lee, AIF®, CFP®

Retirement Plan Advisor

Terri Lewis, CLU®, ChFC®

Partner, Financial Advisor

Scott Liggett, J.D., AIF®

Director of ERISA Oversight

Doug Lode

Retirement Plan Advisor

Thomas Mancuso

Relationship Management Consultant

Jasen Mangrum, AIF®

Retirement Plan Advisor

George Maniatis, CPFA™️/QPFC, AAMS®

Retirement Plan Advisor

Robert Massa, ChFC®, CEBS®, AIF®, CPFA®

Managing Director, Houston Market / Retirement Practice Leader

Pierson McAtee

Retirement Plan Advisor

Brandon McCormick, AIF®

Retirement Plan Advisor

Brennan McCutchen, AIF®

Managing Partner, Little Rock

Marco Melero, C(k)P®, AIF®

Multicultural Education Strategist

Geoff Mettler, PPC™, AIF®

Qualified Plan Advisor

Dave Miller, AIF®

Retirement Plan Advisor

Derek Mitchell, AIF®

Retirement Plan Advisor

Clint Nelson, CFP®, AIF®

Retirement Plan Advisor

Steve Nelson, AIF®

Retirement Plan Advisor

Matt Nelson, AIF®

Managing Director, San Antonio Market

Brett Newell

Investment Analyst

Dion Nickel

Retirement Plan Advisor

Will O'Rourke, J.D.

Retirement Plan Advisor

Tyler Olson

Managing Director, Florida Operations

Wendy Perrin

QPA Assistant

Matthew Peterson

Retirement Plan Advisor

Dawn Potts

Retirement Plan Advisor

Heather Povlick, AIF®, CRPS®

Director of Retirement Plan Experience

Wendy Prestwood, CMFC, CRPC

Retirement Plan Advisor

Christopher T. Roper, AIF®

Plan Success Consultant

Craig Scherzer, AIF®

Retirement Plan Advisor

Micah Schmidt

Retirement Plan Advisor

Wyatt Schrepfer

Retirement Plan Advisor

Bryan Schuenemann, ChFC®, AEP®, AIF®

Managing Director, Minneapolis Market / Retirement Plan Advisor

John Seibolt

Chief Development Officer

Charles Smith, J.D.

Nebraska Retirement Practice Leader

Michael Smoots, J.D.

ERISA Counsel

Will Steih, CPA®

Managing Director, Nashville Market

Mike Stolberg

Director of Trading / Retirement Plan Advisor

Nick Stonnington

Partner & Financial Advisor

Nicholas H. Stonnington, Jr., AIF®, CPFA, CFP®

Partner & Financial Advisor

Melissa Sturgis

Director of Compliance Operations

Payton Thielmann

Retirement Plan Advisor

Kevin Toledano

Director of Managed Account Services

Steve Vander Velde, AIF®

Retirement Plan Advisor

Heather Veys

Office Administrator

Marc Waite

Retirement Plan Investment Associate

Matt Waters, CFP®, AIF®

Retirement Plan Advisor

Darren Watson, AIF®

Director of Investment Advisory Committee

Anthony Woodard, AIF®

Chief Risk and Compliance Officer

Joey Zdeb

Retirement Plan Advisor

Joe Zdeb